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Halyard Help Center
  1. Halyard Help Center
  2. Getting started

Create your Halyard workspace

Updated

A workspace holds your company's customers, invoices and payments. Most teams need one; agencies billing for several brands often create one per brand.

Sign up

  1. Go to halyard.app/signup and enter your work email.
  2. Open the confirmation email and click Confirm my email. The link works for 24 hours.
  3. Choose a password, or sign in with Google.

Set up your company details

Your company details appear on every invoice, so it's worth getting them right before you send the first one.

  1. Open Settings → Company.
  2. Fill in your legal name, address and tax ID.
  3. Upload a logo. Square PNG or SVG, at least 256 × 256 pixels.
  4. Choose your default currency. You can still invoice in other currencies later.

Tip: your legal name is what customers see on invoices and bank statements. If you trade under another name, add it as the Trading name and both will show.

What's next